US Dollar Photo credit: Getty Images I’m an optimist, and I invest accordingly—for the long term. But I’ve learned that staying optimistic doesn’t mean ignoring macroeconomic headwinds. One to note in particular is the weakening of the U.S. dollar. Not just as a matter of technical FX movement, but as a signal of political ambition,…
MILAN (Reuters) – Allocation to US stocks saw the biggest drop ever in March with concerns over stagflation, trade wars and the end of US exceptionalism driving a “bull crash” in sentiment, a survey of investors from BofA Global Research showed. Global investors raised their allocation to cash to 4.1% from 3.5%, ending a “sell…
(Bloomberg) — From ditching US stocks for Chinese peers to buying the yen and the euro, traders are running for cover as they ponder how a US markets meltdown may convulse the world. Most Read from Bloomberg What had been a steady drumbeat of US stock selling turned into a stampede on Monday as recession…
By Jamie McGeever (Reuters) – A look at the day ahead in Asian markets. A big week for world markets kicks off in Asia on Monday with investors still navigating the blizzard of headlines around U.S. President Donald Trump’s likely economic agenda, while trying to gauge whether the “U.S. exceptionalism” narrative may be losing its…
This is The Takeaway from today’s Morning Brief, which you can sign up to receive in your inbox every morning along with: Through a month of 2025 outlooks, Wall Street’s consensus take on stocks in the year ahead is rather clear. Strong growth in the US economy is expected to push stocks higher while policies…